Textile And Apparel: The Age Of Change; &Nbsp; The Revolution Of Growth Pattern.

Clothes & Accessories

Consumption has achieved rapid growth, and cost reduction has been favorable for subsequent sales rebounded.

6, July is the off-season for clothing consumption, and high price of products may continue to bring about the worry of inhibiting sales volume.

But with the 8 and September gradually entering the peak season of consumption, retail sales are expected to pick up and maintain a relatively fast growth. The industry growth rate is expected to remain around 20% throughout the year.

At the same time, cotton price adjustment is a big positive for clothing consumption, and it is expected to usher in a rebound in sales of some categories, which will guarantee the growth of Brand Company's performance next year.

change

The revolution of growth mode.

The pformation of business environment will have a profound impact on the operation of brand enterprises.

The industry of consumption upgrading, which is related to comfort, health and other internal quality of life, is enjoying the branding feast. Represented by outdoor, home textiles, underwear, children's wear, accessories and so on, the extension space is broad, and the development in the next few years will be more powerful. It is the preferred industry when the industry chooses to invest; and the development of relatively mature front-end industries, the pformation from quantity expansion to qualitative improvement becomes particularly important.

This category mainly recommends the fashion leisure and business leisure industry, the fashion leisure company performs more prominently in the single shop quality promotion; the business leisure company's single store improvement space is bigger.

consumption

Upgrading the back-end industry, and upgrading the potential of a single store in the front-end industry.

We recommend the leading companies of home textile, outdoor, jewelry and other upgrades, including Fu Anna, Luo Lai, Meng Jie, Pathfinder and Lao Fengxiang, which are very suitable for strategic investment and insist on continuous holding. The front-end industry of consumption promotion recommends a channel structure conducive to long-term development or improvement, and with a single store to enhance management capabilities. At the same time, combined with China Daily and other catalysts, it mainly recommends the United States, seven wolves, nine Mu Wang and so on.

Investment

Opportunities are mainly seen in cooperation with equity incentives, and Huafu and Lu Tai predict that the trend of the newspaper is still good, which can be combined with the cotton price trend.